A pioneer in the outsourced chief investment officer business says it’s necessary to be both a pure-play provider — with no products to sell — and have scale. A large asset manager believes disclosing ...

Competition is heating up for financial institutions; those that don’t offer quick, superior investments stand to get left behind. Differentiation comes down to the skills and speed of your investment ...

Once a niche subsector, the outsourced chief investment officer industry is now the fastest-growing segment in asset management, according to a Chestnut Advisory Group report released on Tuesday. From ...

As interest in OCIO, or outsourced chief investment officer, programs continues to grow, institutional asset owners are delving into the fiduciary, operational and oversight issues. OCIO refers to ...

The outsourced chief investment officer business continues to evolve. While OCIO providers still reach out to the industry’s traditional base of defined benefit clients, the second phase is adding ...

Clearstead, a Cleveland, Ohio-based institutional consultant and OCIO, recently hired Envestnet alum Jean Heath as senior managing director of advisor solutions national sales. That follows an ...

NAPLES, Fla., Jan. 8, 2025 /PRNewswire/ -- Due to the industry's current lack of standards, the size and scope of the current OCIO (Outsourced Chief Investment Officer) marketplace are not at all ...

The outsourced chief investment officer (OCIO) model is a shifting of responsibility in investment decision making—a discretionary investment manager shares fiduciary responsibility with a retirement ...

The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider, at $209 billion. The global outsourced CIO world is larger than ...

In this episode of The Source, Nasdaq eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices ...

Outsourcing allows advisors to delegate operational tasks and, in some cases, certain organizational roles. For example, RIAs may opt to handle investment management with the help of an OCIO, or ...